Salesforce Reporting: Most-used fields

The table below gives information about most-used fields that you can import from Salesforce Reporting. Other fields might also be available in Adverity.

The fields that you can fetch in Adverity are updated regularly to reflect updates to data source APIs.

API name	Adverity UI name	Description	Use in Adverity
Account Currency	Account Currency	The default currency for currency amount fields in the account, if multi-currency is enabled.	dimension
Account Description	Account Description	A textual description providing details about the Account.	dimension
Account ID	Account ID	The unique identifier for the account record.	dimension
Account Name	Account Name	The identifying name of the account.	dimension
Account Name: Account Name	Account Name: Account Name	The full name of the Account. This appears to be a redundant display for the Account Name.	dimension
Account Name: Created Date	Account Name: Created Date	The date and time when the Account record was created.	dimension
Account Number	Account Number	An alphanumeric identifier assigned to the account.	dimension
Account Owner	Account Owner	The full name of the Salesforce User who owns the Account record.	dimension
Account Record Type	Account Record Type	The record type assigned to the account, which can define different page layouts and picklist values.	dimension
Account Site	Account Site	A field used to identify a specific location or division within an Account.	dimension
Account: Account ID	Account: Account ID	The unique identifier for an Account record.	dimension
Account: Account Name	Account: Account Name	The full name of the Account.	dimension
Account: Account Owner: Full Name	Account: Account Owner: Full Name	The full name of the owner of the Account record. This typically refers to the Salesforce User who owns the Account.	dimension
Account: Account Record Type	Account: Account Record Type	The name of the record type assigned to the Account. Record types help categorize accounts and provide different page layouts and picklist values.	dimension
Account: Assistant	Account: Assistant	The name of the assistant associated with a key contact or executive within the Account.	dimension
Active	Active	A boolean indicator specifying if a record is currently active or not.	dimension
Activity ID	Activity ID	The unique identifier for an activity record (Task or Event).	dimension
Activity Type	Activity Type	The type of activity, such as ‘Call’, ‘Email’, or ‘Meeting’.	dimension
Alias	Alias	A short identifier for a Salesforce User, typically used in Chatter feeds and other internal communications.	dimension
Amount	Amount	The monetary value of a record, most commonly used for Opportunity records.	dimension
Annual Revenue	Annual Revenue	The total annual revenue generated by an Account.	dimension
Assigned	Assigned	A boolean indicator specifying if an activity or record has been assigned to a user.	dimension
Assigned Role	Assigned Role	The role of the user to whom an activity or record is assigned.	dimension
Assigned Role Display	Assigned Role Display	The display name for the role of the user to whom an activity or record is assigned.	dimension
Billing Country	Billing Country	The country component of the billing address for an Account.	dimension
Campaign Name	Campaign Name	The name of the marketing campaign.	dimension
City	City	The city component of an address. The specific address type (e.g., Mailing, Billing) depends on the context of the report.	dimension
Close Date	Close Date	The date when the sales opportunity is expected or actually closed.	dimension
Closed	Closed	A boolean indicator specifying if a record, such as an Opportunity or Case, has been closed.	dimension
Company / Account	Company / Account	The name of the company or account associated with a record, often used for Leads or Contacts.	dimension
Completed Date/Time	Completed Date/Time	The date and time when an activity (Task or Event) was completed.	dimension
Contact ID	Contact ID	The unique identifier for a Contact record.	dimension
Contact Role	Contact Role	The role a Contact plays in relation to another record, such as an Opportunity or Account.	dimension
Contact/Lead Source	Contact/Lead Source	The origin or source from which a Contact or Lead was acquired.	dimension
Contact: Title	Contact: Title	The job title of the contact.	dimension
Converted	Converted	A boolean indicator specifying if a Lead has been converted into a Contact, Account, and/or Opportunity.	dimension
Country	Country	The country component of an address. The specific address type (e.g., Mailing, Billing) depends on the context of the report.	dimension
Create Date	Create Date	The date and time when the record was initially created.	dimension
Created Alias	Created Alias	The alias of the Salesforce User who created the record.	dimension
Created Date	Created Date	The date and time when the record was created.	dimension
Created Month	Created Month	The month in which the record was created, derived from the Create Date.	dimension
Currency Revenue	Currency Revenue	The monetary value of revenue, typically found on Opportunity records or related financial objects.	dimension
Currency Revenue converted	Currency Revenue converted	The monetary value of revenue converted to a common corporate currency, useful in organizations using multiple currencies.	dimension
Date	Date	A generic date field. The specific meaning depends on the context of the report.	dimension
Email	Email	An email address. The specific person or record it belongs to depends on the context of the report.	dimension
Event Subtype	Event Subtype	A classification or sub-category for an Event record, often used to further define the nature of the event.	dimension
First Name	First Name	The first name of an individual, typically a Contact, Lead, or User.	dimension
Industry	Industry	The industry category to which an Account belongs, such as ‘Technology’, ‘Healthcare’, or ‘Finance’.	dimension
Last Modified	Last Modified	The date and time when the record was last modified.	dimension
Last Modified Alias	Last Modified Alias	The alias of the Salesforce User who last modified the record.	dimension
Last Modified Date	Last Modified Date	The date and time when the record was last modified.	dimension
Last Name	Last Name	The last name or surname of an individual, typically a Contact, Lead, or User.	dimension
Last Stage Change Date	Last Stage Change Date	The date when an Opportunity’s sales stage was last changed.	dimension
Lead ID	Lead ID	The unique identifier for a Lead record.	dimension
Lead Source	Lead Source	The marketing or sales channel from which a Lead was generated, such as ‘Web’, ‘Referral’, or ‘Trade Show’.	dimension
Lead Status	Lead Status	The current stage or status of a Lead in the sales process, such as ‘New’, ‘Working’, or ‘Qualified’.	dimension
Location	Location	The physical location associated with an activity or record.	dimension
Login Date/Time	Login Date/Time	The date and time of the last login by a Salesforce User.	dimension
Mailing City	Mailing City	The city component of a mailing address for a Contact, Lead, or Account.	dimension
Mailing Country	Mailing Country	The country component of a mailing address for a Contact, Lead, or Account.	dimension
Mailing State/Province	Mailing State/Province	The state or province component of a mailing address for a Contact, Lead, or Account.	dimension
Mailing Street	Mailing Street	The street component of a mailing address for a Contact, Lead, or Account.	dimension
Mailing Zip/Postal Code	Mailing Zip/Postal Code	The zip or postal code component of a mailing address for a Contact, Lead, or Account.	dimension
Monthly Schedule ID	Monthly Schedule ID		dimension
Monthly Schedule: ID	Monthly Schedule: ID		dimension
No. of Employees	No. of Employees	The total number of employees for an Account.	dimension
Opened Date	Opened Date	The date when a record, such as a Case or an Email activity, was opened.	dimension
Opportunity ID	Opportunity ID	The unique identifier for an Opportunity record.	dimension
Opportunity Lead Source	Opportunity Lead Source	The marketing or sales channel from which the Lead that generated this Opportunity was sourced.	dimension
Opportunity Name	Opportunity Name	The identifying name of the sales opportunity.	dimension
Opportunity Owner	Opportunity Owner	The full name of the Salesforce User who owns the Opportunity record.	dimension
Opportunity Owner Alias	Opportunity Owner Alias	The alias of the Salesforce User who owns the Opportunity record.	dimension
Opportunity Owner Email	Opportunity Owner Email	The email address of the Salesforce User who owns the Opportunity record.	dimension
Opportunity Owner: Company	Opportunity Owner: Company	The company name associated with the Salesforce User who owns the Opportunity record.	dimension
Opportunity Owner: Title	Opportunity Owner: Title	The job title of the Salesforce User who owns the Opportunity record.	dimension
Opportunity Team Member ID	Opportunity Team Member ID	The unique identifier for an Opportunity Team Member record, representing a user on the sales team for a specific opportunity.	dimension
Opportunity: Customer	Opportunity: Customer	The name of the Account associated with the Opportunity, representing the customer.	dimension
Person Account: Birthdate	Person Account: Birthdate	The birthdate of the person for a Person Account.	dimension
Person Account: Email	Person Account: Email	The email address of the person for a Person Account.	dimension
Person Account: First Name	Person Account: First Name	The first name of the person for a Person Account.	dimension
Person Account: Last Name	Person Account: Last Name	The last name of the person for a Person Account.	dimension
Primary Campaign Source	Primary Campaign Source	The name of the primary campaign that influenced the creation of a Lead or Opportunity.	dimension
Primary Contact	Primary Contact	The name of the main Contact associated with an Account or Opportunity.	dimension
Project Contact Role: ID	Project Contact Role: ID	The unique identifier for a Project Contact Role record. This field typically links a Contact to a Project with a specific role.	dimension
Project Contact Role: Owner Name	Project Contact Role: Owner Name	The full name of the owner of the Project Contact Role record. This is usually the Salesforce User who owns this specific role assignment.	dimension
Project Name	Project Name	The name of a Project record.	dimension
Project Name: Created Alias	Project Name: Created Alias	The alias of the Salesforce User who created the Project Name record.	dimension
Project Name: Last Modified Alias	Project Name: Last Modified Alias	The alias of the Salesforce User who last modified the Project Name record.	dimension
Project Name: Owner Alias	Project Name: Owner Alias	The alias of the Salesforce User who owns the Project Name record.	dimension
Project Product: Project Product Number	Project Product: Project Product Number		dimension
Project: Project Name	Project: Project Name	The name of a Project record.	dimension
Sell Line: ID	Sell Line: ID		dimension
Sent Email: Created Date	Sent Email: Created Date	The date and time when the sent email activity record was created.	dimension
Sent Email: ID	Sent Email: ID	The unique identifier for a sent email activity record.	dimension
Sent Email: Owner Name	Sent Email: Owner Name	The full name of the Salesforce User who sent the email.	dimension
Sent Email: Owner Role	Sent Email: Owner Role	The role of the Salesforce User who sent the email.	dimension
Stage	Stage	The current stage in the lifecycle of a record, such as a sales opportunity or case.	dimension
Stage Duration	Stage Duration	The amount of time (e.g., in days) that an Opportunity has spent in its current sales stage.	metric
Status	Status	The current status of a record, such as a Lead, Task, or Case.	dimension
Subject	Subject	A brief summary or topic for an activity (Task, Event, Email) or other record.	dimension
Task/Event Record Type	Task/Event Record Type	The name of the record type assigned to a Task or Event, helping to categorize activities.	dimension
Team Member Name	Team Member Name	The full name of a team member, typically referring to a Salesforce User associated with a team.	dimension
Team Role	Team Role	The designated role of a team member within a specific team context, such as an Opportunity Team.	dimension
Title	Title	The professional job title of an individual, such as a Contact, Lead, or User.	dimension
Type	Type	A categorical field to classify a record, such as the type of Account (e.g., ‘Customer’, ‘Partner’) or Opportunity (e.g., ‘New Business’, ‘Existing Business’).	dimension
Username	Username	The unique username used by a Salesforce User to log into the platform.	dimension
Won	Won	A boolean indicator specifying if an Opportunity has been successfully closed and won.	dimension
[C] Contact: Email	[C] Contact: Email	The email address of the Contact.	dimension
[C] Contact: Mailing Country	[C] Contact: Mailing Country	The country component of the Contact’s mailing address.	dimension
[C] Contact: Mailing Zip/Postal Code	[C] Contact: Mailing Zip/Postal Code	The zip or postal code component of the Contact’s mailing address.	dimension